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American Express Co

AXP
Exchange
NYSE
Industry
Finance Services
SEC CIK
0000004962

In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q1 2021

Institutional positions in American Express Co as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,781
No complete 13F data for Q4 2020
Shares held
682.1M
No complete 13F data for Q4 2020
Total value
$96.5B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,781 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ1 2021: $96.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding American Express Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AXP in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Laurel Wealth Advisors, Inc.3,552$502.0K0.08%––
Independent Financial Group, LLC3,545$501.4K0.06%––
Sigma Investment Counselors Inc3,527$499.0K0.04%––
Canton Hathaway, LLC3,530$499.0K0.16%––
Winton Group Ltd3,499$495.0K0.03%––
WMS Partners, LLC3,490$494.0K0.11%––
Crescent Capital Consulting, LLC3,475$491.0K0.11%––
Gitterman Wealth Management, LLC3,474$491.0K0.32%––
Semmax Financial Advisors Inc.3,457$489.0K0.17%––
Riverbridge Partners LLC3,450$488.0K0.01%––
Global Wealth Management Investment Advisory, Inc.3,453$488.0K0.18%––
BTR Capital Management Inc3,442$487.0K0.07%––
Tompkins Financial Corp3,443$487.0K0.08%––
Hunter Associates Investment Management LLC3,439$486.0K0.11%––
Grove Bank & Trust3,430$485.0K0.11%––
Old Mission Investment Co LLC3,421$483.8K0.23%––
Defined Wealth Management, LLC3,416$483.0K0.46%––
Stock Yards Bank & Trust Co3,410$482.0K0.03%––
Profit Investment Management, LLC3,376$478.0K0.27%––
Hartford Financial Management Inc.3,379$478.0K0.12%––
Meridian Wealth Management, LLC3,374$477.0K0.07%––
SignalPoint Asset Management, LLC3,367$476.0K0.17%––
Arkadios Wealth Advisors3,371$476.0K0.08%––
Maverick Capital LtdSuperinvestorMaverick Capital3,356$475.0K0.00%––
Salem Investment Counselors Inc3,344$473.0K0.03%––
44 Wealth Management LLC3,322$470.0K0.20%––
NorthRock Partners, LLC3,293$466.0K0.04%––
Credential Qtrade Securities Inc.3,281$464.1K0.04%––
Integrated Investment Consultants, LLC3,279$464.0K0.16%––
First Citizens Bank & Trust Co3,259$461.0K0.02%––
Security National Trust Co3,250$459.0K0.11%––
Derby & Company, Inc3,240$458.0K0.10%––
Equitable Holdings, Inc.3,241$458.0K0.01%––
Ridgewood Investments LLC3,237$458.0K0.28%––
First Foundation Advisors3,230$457.0K0.02%––
Clean Yield Group3,232$457.0K0.19%––
Balentine LLC3,225$456.0K0.02%––
Wittenberg Investment Management, Inc.3,210$454.0K0.21%––
Capital Bank & Trust Co3,210$454.0K0.01%––
Graves-Light Private Wealth Management, Inc.3,212$454.0K0.08%––
Stonebridge Capital Advisors LLC3,201$453.0K0.06%––
Eagle Ridge Investment Management3,199$452.0K0.05%––
Culbertson A N & Co Inc3,180$450.0K0.10%––
Garrison Asset Management, LLC3,171$449.0K0.29%––
Heritage Wealth Advisors3,172$448.6K0.03%––
Sanders Morris Harris LLC3,042$448.0K0.09%––
Northstar Asset Management LLC3,156$447.0K0.13%––
All Terrain Financial Advisors, LLC3,160$447.0K0.21%––
Ellis Investment Partners, LLC3,162$447.0K0.12%––
D.B. Root & Company, LLC3,133$443.0K0.17%––
Westbourne Investment Advisors, Inc.3,123$442.0K0.22%––
Optimal Asset Management, Inc.3,124$442.0K0.06%––
Cadent Capital Advisors, LLC3,115$441.0K0.20%––
L & S Advisors Inc3,108$440.0K0.05%––
Benedetti & Gucer, Inc.3,113$440.0K0.40%––
Synergy Financial Management, LLC3,101$439.0K0.13%––
Signature Wealth Management Partners, LLC3,096$438.0K0.42%––
Marietta Investment Partners LLC3,092$437.0K0.11%––
Waters Parkerson & Co., LLC3,091$437.0K0.03%––
PFG Advisors3,075$435.0K0.06%––
Sustainable Insight Capital Management, LLC3,059$433.0K0.29%––
Acima Private Wealth, LLC3,057$432.0K0.21%––
Magnus Financial Group LLC3,031$429.0K0.10%––
Maryland Capital Management3,024$428.0K0.03%––
Mezzasalma Advisors, LLC3,017$427.0K0.27%––
Legacy Wealth Management, LLC3,000$424.3K0.26%––
Violich Capital Management, Inc.3,000$424.0K0.08%––
Ritholtz Wealth Management3,000$424.0K0.04%––
Aua Capital Management, LLC3,000$424.0K0.28%––
Palisades Hudson Asset Management, L.P.2,993$423.0K0.20%––
BSW Wealth Partners2,973$421.0K0.12%––
Chicago Partners Investment Group LLC2,776$417.0K0.03%––
Pioneer Trust Bank N A2,934$415.0K0.12%––
Abbrea Capital, LLC2,924$415.0K0.07%––
Strategic Investment Advisors2,921$413.0K0.11%––
Clear Harbor Asset Management, LLC2,916$412.0K0.05%––
Strategy Asset Managers LLC2,905$411.0K0.09%––
Plancorp, LLC2,889$409.0K0.09%––
Snowden Capital Advisors LLC2,881$407.5K0.02%––
Edmond de Rothschild Holding S.A.2,883$407.0K0.01%––
Roosevelt Investment Group LLC2,873$406.0K0.03%––
Matrix Asset Advisors Inc2,863$405.0K0.06%––
MayTech Global Investments, LLC2,866$405.0K0.10%––
Cambridge Advisors Inc.2,859$404.0K0.10%––
Bath Savings Trust Co2,830$400.0K0.05%––
Bank Hapoalim BM2,811$398.0K0.05%––
Appleton Group, LLC2,808$397.0K0.52%––
Hanson & Doremus Investment Management2,797$396.0K0.09%––
Wealth Advisors, Inc.2,725$395.0K0.16%––
Putnam Investments LLC2,752$389.0K0.00%––
Phoenix Wealth Advisors2,692$389.0K0.30%––
First Financial Bank - Trust Division2,742$388.0K0.04%––
North Star Investment Management Corp.2,727$386.0K0.04%––
Stonehage Fleming Financial Services Holdings Ltd2,727$385.0K0.01%––
Town & Country Bank & Trust CO dba First Bankers Trust CO2,700$382.0K0.16%––
Cornerstone Wealth Management, LLC2,691$381.0K0.05%––
Quest Capital Management Inc2,686$380.0K0.08%––
Texas Yale Capital Corp.2,690$380.0K0.02%––
WealthStone, Inc.2,690$380.0K0.13%––
Weaver Consulting Group2,677$379.0K0.23%––